How your customers approve quotes
When you send a quote, your customer gets an email with a link — no login, no download, no app to install. They tap the link, see the quote on their phone, and either approve it or pass. Here's exactly what they see.
What arrives in their inbox
An email from you (your business name is the sender), subject line reading something like "Quote Q-0042 from Acme Lawn — $1,250.00." The body has a short hello, a card showing the total and the quote number, and a green View & approve button. The full quote is also attached as a PDF for their records.
The "from" name is yours. Replies go to your reply-to email — so if they write back, it lands in your inbox, not YardBill's.
What the page looks like
One tap on the link opens a phone-friendly page with:
- Your logo and business name at the top.
- Awaiting your approval and the total, front and center.
- The line items and the tax breakdown below.
- Any notes you added to the quote.
- Two buttons: Approve (green) and Not interested (muted).
Approve, Not interested, or ignore
Approve. The page updates to show the quote as approved with a timestamp. Your customer sees a confirmation that you'll be in touch. On your end, the quote's status flips to "approved" and a Convert to invoice button appears.
Not interested. The page thanks them and offers a reason prompt (optional). Your quote shows "rejected" — no hard feelings, no follow-up email.
Ignore. Nothing happens on your end. Approval closes after the valid-through date if you set one. You can resend while the secure link is active, or call them and mark it approved yourself.
When the quote expires
If you set a valid-until date, online approval closes after that date. If the secure link is still active, the page shows an "expired" message and tells the customer to ask you for a new one. No automatic renewal; you decide whether to re-send.
If your customer says they didn't get it
Ask them to check spam first — the email comes from a YardBill sender-domain, and some inboxes flag it on the first send. If it's not there, open the quote in YardBill and tap Resend from the quote page. Same link, same quote, fresh email.
Ready for the next step? Turn an approved quote into an invoice.